ChooseAFinancialAdvisor.com
Advisors / California / Rancho Santa Fe
24yrs

Michael Moore

Financial advisor at American Money Management

Michael Moore has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Rancho Santa Fe, California. Michael joined American Money Management in 2002, a firm offering financial planning, investment management, and selecting outside investment managers. American Money Management reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 118 advisors with offices in Rancho Santa Fe, and one of 111 fiduciaries.

Rancho Santa Fe, CA 92067Fiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office14249 Rancho Santa FE Farms Road P.O. Box 675203, Rancho Santa Fe, CA 92067
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$987,328
Advisors at the firm11
States licensed ?2 states

Services through American Money Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2002 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call American Money Management at (858) 755-0909 and ask for Michael Moore. Michael works from the Rancho Santa Fe, CA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.

What licenses does Michael hold?

Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

American Money Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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